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Clean. Simple. Pin-drop quiet. No frantic people in bold suits running around. No screaming across the room. On my way to a recent weekend board meeting for a non-profit organization I’ve served for many years, I had the chance to visit the global headquarters of...read more
We’re squarely in the midst of tax preparation season which means we are forcibly engaging in looking back at last year to answer questions like: How much were my medical expenses? How much did I give to charity? Do Girl Scout cookies count as a charitable...read more
(from Dimensional Fund Advisors’ Issue Briefs blog dated February 2018. Dimensional Fund Advisors is a global investment manager dedicated to implementing the great ideas in finance by applying academic research to practical investing.) After a period of relative...read more
After two years of calm markets and steady gains, volatility has returned to U.S. stocks. Last Thursday the Dow dropped 10.4% below its high of 26,616.71 on January 26th, putting it in official correction territory. Thursday’s drop was followed by a rebound on Friday...read more
With the first month of 2018 already in the rearview mirror, how are those New Year’s resolutions going? Today, I want to talk about some methods that, regardless of whether your goals are physical, financial, or spiritual can help establish permanent as opposed to...read more
For most of the last 9 years, the market has been going in one direction– up. The headlines that have accompanied the last 12 months of growth include “Consumer Confidence Hits Highest Levels Since 2000”, “Unemployment Rate Falls to 16-Year Low” and finally, a rather...read more
As originally posted on September 16, 2017 on MarketWatch.com, authored by Paul A. Merriman. Paul is the founder of Merriman Wealth Management, a Seattle-based investment advisory firm, he is the author of numerous books on investing, including “Financial Fitness...read more
As stocks in the U.S. and overseas continue to rise, the Dow Jones Industrial Average closes in on 26,000, and talk of inflation resurfaces, some investors are beginning to get very, very nervous. You’d think it would be easy being an investor over the last nine...read more
Last spring I blogged about steps I was taking in an attempt to take back control of my attention span. Where I could, I determined when I interacted with my phone, social media, etc. as opposed to it trying to determine that for me. I’m happy to report that just...read more
New year, new tax code. Let’s talk about The Tax Cuts and Jobs Act of 2017. We trust you’ve gotten your fill of opinions and interpretations of this legislation from your news outlet of choice, so we’ll keep this strictly to what the law says and how it will impact...read more
Disclaimer: The financial planning information discussed within this blog is meant to offer general thoughts and shouldn’t be taken as individual advice, but we’d love to meet with you and answer your specific questions!